With two CPAs on the team, rest assured that proper tax planning is  a big part of how we help you.

Save taxes by using current law

Dealing with taxes can be frustrating. If you pay too little, you end up with a tax bill at the end of the year. If you pay too much, you may get a refund check, but that is money that could have been earning interest for you, not the government. You probably wouldn’t mind if you were liable for less taxes too.

You can utilize current laws to develop tax planning techniques that will lower your future tax liability and we can guide you through this process.

Tax planning is not a separate standalone service. It is embedded within our retirement planning and investment management services. Our CPAs will review your tax return and financial situation to:

  • Check that there is not too big of a refund or a payment due at tax time. This is caused by an incorrect amount of tax withholding taken out of your paychecks.
  • See if contributing to a donor advised fund can capture your current charitable giving, but also give you a nice tax deduction this year.
  • Decide if a charitable remainder trust can greatly reduce your tax liability for a large life event such as selling your business.
  • Create a plan to strategically exercise employer stock options to minimize taxes.


You don’t want pay more in taxes than is required. Take advantage of the tax planning expertise at Rowling & Associates by scheduling a free introductory meeting today!